Mutual Funds re-categorization by SEBI is considered to be a step in the right direction. One of the good aspect of this re-categorization is that SEBI has clearly defined mutual funds categories. This makes investors easier to understand the risk return characteristics of a specific scheme they wish to invest.
In the global world Smart Beta ETFs has emerged as one of the most exciting and debated investments for past 10 years. Today, smart beta ETFs represents almost 45% of the listed ETFs in US and third of all US ETFs market. These numbers are huge when you know that ETFs now represents largest of […]
Your financial well-being depends on how well you are managing your finances. Money management as we say is an integral part of your complete life and there are various elements to it. You cannot achieve financial success if any of the element remains unaddressed. Ideally, your financial plan should include managing your cash flows, debt, investments planning, […]
When you look at returns of asset classes individually then each one of it is fascinating. Many investors get lured to such fascinating returns and start chasing that asset class. Just look at gold which delivered 25-30% returns from 2008-2011
Virender has been in confusion over the last few years. He has an investment portfolio heavy on real estate which is not doing good now. So he wants to change his allocation by including more assets. But as he read and met few advisors he got a wide view on what asset allocation he should […]